Gallagher Fiduciary Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in AEP

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$267,141

+$33,178 QoQ

Shares Held

2,038

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Gallagher Fiduciary Advisors, LLC holds $329,125,074 across 8 Utilities - Regulated Electric names. AEP ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	18,506,793	$325,164,352
2	XEL	Xcel Energy Inc	17,952	$1,426,106
3	DTE	Dte Energy Co	4,176	$610,614
4	ES	Eversource Energy	8,397	$581,744
5	EIX	Edison International	6,084	$445,227
6	NGG	National Grid PLC	4,818	$407,602
7	AEP	American Electric Power Co Inc This page	2,038	$267,141
8	PEG	Public Service Enterprise Group Inc	2,746	$222,288

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$267,141	2,038	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$233,963	2,029	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$224,662	1,997	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$207,416	1,999	-81.0%	Shares	Sole	2025-08-14
2025-03-31	$1,150,176	10,526	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$954,857	10,353	+15.1%	Shares	Sole	2025-02-14
2024-09-30	$922,887	8,995	-12.4%	Shares	Sole	2024-11-14
2024-06-30	$901,353	10,273	+3.9%	Shares	Sole	2024-08-14
2024-03-31	$851,701	9,892	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$801,154	9,864	+2.7%	Shares	Defined	2024-02-14
2023-09-30	$722,713	9,608	+3.2%	Shares	Defined	2023-11-14
2023-06-30	$784,154	9,313	-0.2%	Shares	Defined	2023-08-14
2023-03-31	$848,663	9,327	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.